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We are seeking an experienced Senior Bookkeeper or Senior Accountant to manage a portfolio of small and mid-sized business clients. The ideal candidate is confident working independently, understands full-cycle bookkeeping, and can deliver accurate financials with minimal supervision. This is not a data entry role. We're looking for someone who understands accounting, can identify issues proactively, and takes ownership of the client relationships. Responsibilities: Manage multiple QuickBooks Online client files Perform monthly bank and credit card reconciliations Maintain accurate general ledgers Prepare journal entries and month-end adjustments Complete monthly financial statements Reconcile all balance sheet accounts Manage accounts payable and accounts receivable Record payroll journal entries Prepare sales tax filings when applicable Communicate directly with firm management regarding missing information and accounting questions Qualifications: Minimum 5 years of bookkeeping or accounting experience Advanced QuickBooks Online experience required Strong understanding of accrual accounting Experience completing month-end close independently Excellent reconciliation skills Strong attention to detail Ability to manage multiple clients simultaneously Comfortable working independently with minimal oversight Preferred Experience: Hubdoc Microsoft 365 Teams Inventory accounting Job costing Construction accounting Retail accounting Controller or CFO support What Success Looks Like: Accurate, timely monthly closes Clean and fully reconciled balance sheets Financial statements that owners can rely on Proactive communication with the team so we can communicate with clients Minimal review notes or corrections Ability to identify and resolve issues before they become problems What We're Looking For: We're looking for someone who enjoys building long-term client relationships and takes pride in producing accurate financial information. You should be proactive, organized, detail-oriented, and comfortable working in a fast-paced environment with multiple clients.
Project ID: 40630704
41 proposals
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Active 5 days ago
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$0 USD in 40 days
5.5
5.5

$0 USD in 7 days
7.1
7.1

$0 USD in 40 days
6.5
6.5
41 freelancers are bidding on average $11 USD/hour for this job

With a strong background in accounting and finance, I am confident that my skills align perfectly with the Senior Bookkeeper/Senior Accountant role you're seeking to fill. As your potential accountant, I'll employ my extensive experience in bookkeeping, intermediate knowledge of accrual accounting, and advanced QuickBooks Online proficiency to effectively manage your clients' portfolios. I understand the significance of clean monthly closes, reconciled balance sheets, and reliable financial statements, and I am dedicated to delivering on these expectations. Throughout my career, I've honed my ability to identify and solve problems proactively, streamlining processes for increased efficiency, a quality that would be valuable in managing your multiple clients with minimal supervision. Additionally, with excellent attention to detail and strong reconciliation skills noted as traits you're seeking, I believe that my work will minimize or even eliminate the need for review notes or corrections. What sets me apart is not just my technical expertise but also my commitment to building long-term client relationships. With an emphasis on clear communication and proactive approach towards client concerns and inquiries, my goal is to provide a highly personalized service experience that ensures client satisfaction. Let's take this opportunity to revolutionize your clients' portfolio management while making their financial information readily available and reliable.
$15 USD in 40 days
8.9
8.9

With over 10 years of experience in your industry, I offer you the expertise and professionalism necessary to positively impact your company. My proficiency in Hubdoc, Microsoft 365, Teams, inventory accounting, job costing, construction and retail accounting is a perfect fit for your requirements. Having worked closely with clients like Redwood Outdoors, Coast Lubricants & Industrial Supply and Cagle Cartoons, I have experienced managing multiple accounts and delivering accurate financials with minimal supervision successfully. This entails not just data entry but keenly identifying issues proactively and taking ownership of client relationships. As a Quickbooks wizard,A/R adept problem solving skill manager errors of those who are responsible for ensuring bank reconciliations- an essential part of this role.
$10 USD in 40 days
7.8
7.8

CPA License holder Hi, I am an experienced Associate Member the Certified Cost and Management Accountant (ACMA), a Financial Analyst and a Certified Public Accountant (CPA) with more than 7+ years' experience in finance. I have gone through your project with interest, and it seems a perfect match with my skills. May I ask you a few questions about your project? What’s the principal activity of your business? Do you have any specific reporting requirements? When would you like to start? I have been providing financial modelling, business analysis, business plans, financial analysis, financial forecasting, Excel, advanced Excel, Visual Basic, payroll, data processing, data entry, finance, accounting, and financial research services and have more than 3+ years with a top-rated audit firm (KPMG), during which I have dealt with a number of clients and provided them extremely satisfactory services. Apart from that, I am also highly proficient in different accounting software packages like Excel, Advanced Excel, QuickBooks, Intuit QuickBooks, Xero, Microsoft Dynamics, Enterprise and more. I am a fast learner, problem solver, detail-orientated and highly organised. Looking forward to hearing from you soon! Looking forward to hearing from you Best regards. Zakwan
$8 USD in 40 days
6.5
6.5

With over half a decade of experience, I am a seasoned financial professional skilled in using QuickBooks Online and other tools to conduct successful full-cycle bookkeeping. Thriving in autonomous work environments, I am confident that I can rise to the occasion and exceed your expectations. Having worked with clients ranging from startups to established organizations, I understand the pressures that small and mid-sized firms face regarding accurate financials and on-time reporting. What sets me apart is my commitment to not just manage your books, but also empower your business with clear, strategic insights derived from financial data. In addition to my QuickBooks proficiency, my skills in Hubdoc and MS Office365 (including Teams) align well with your preferred experience requirements. I believe effective bookkeeping is a proactive process, which is why my emphasis lies on problem anticipation, timely communication and account resolution before they become liabilities. Choosing me for this role will mean working with a professional who fulfills requirements meticulously, proactively communicates with both clients and team and most importantly respects and values client's time by delivering on time every time. Let's collaborate and transform your finances into significant assets together!
$8 USD in 40 days
6.1
6.1

Hi, I am a Chartered Accountant (ACCA) with 7 years of extensive experience in accounting, bookkeeping, and financial analysis. I will manage your QuickBooks Online client files by performing monthly reconciliations, maintaining accurate ledgers, and preparing journal entries and financial statements. My proactive approach will ensure that I identify potential issues early, allowing for smooth month-end closes and accurate reporting. I am committed to meeting deadlines, maintaining clear communication, and delivering high-quality financial services that foster strong client relationships. Could you share more about the specific types of businesses I would be managing?
$12 USD in 7 days
5.3
5.3

With over 7 years of bookkeeping experience, I understand the importance of accurate financial reporting for small and mid-sized businesses. I have successfully managed multiple QuickBooks Online client files and excelled in performing bank and credit card reconciliations. Could you share more about your preferred communication methods with clients to ensure seamless collaboration throughout the accounting process? Regards, CA. Swati Jain, CPA
$9 USD in 41 days
4.6
4.6

I take pride in helping small businesses and entrepreneurs maintain accurate financial records, and making informed decisions for their businesses. With my expertise in accounting on software like QuickBooks Online, Xero, NetSuite, Sage Intacct, and Microsoft Excel over the last 5+ years, I can confidently say that I have the knowledge and skills needed to manage a portfolio of small and mid-sized business clients. My aptitude for quick comprehension means that I can identify discrepancies proactively, which is crucial in a role where accuracy is key. Moreover, having experience in handling multiple clients simultaneously while ensuring efficient and accurate results showcases my ability to manage a high-pressure workload while maintaining quality standards. Lastly, as Hubdoc usage is preferred for this role - I've had hands-on experience with it as well- thus making me capable of eradicating any issues you might face with this. If you're looking for more than just a bookkeeper or accountant but someone competent enough to foresee challenges and resolve them proactively, then I'm your person. Let's get started and simplify your financial journey.
$8 USD in 40 days
4.6
4.6

Hi, I can manage your QuickBooks Online client portfolio by handling full-cycle bookkeeping, reconciliations, month-end close, financial statements, and balance sheet reviews with a proactive approach. I’ll identify discrepancies early, maintain accurate ledgers, coordinate accounting queries efficiently, and deliver reliable financial reporting while supporting multiple client accounts with consistent, well-organized workflows. A few questions: Do your clients follow a standardized month-end close process, or does it vary by industry? Are payroll and sales tax managed within QuickBooks Online or through integrated third-party platforms? What review and communication workflow do you currently use for client deliverables and issue tracking? Best regards, Muhammad Usman
$12 USD in 40 days
4.4
4.4

Hi there! Hope you are doing well, As a Senior Accountant with over 10 years of experience managing multi-client portfolios, I am ready to take full ownership of your QuickBooks Online files. I specialize in full-cycle accrual accounting, complex balance sheet reconciliations, and independent month-end closes. Proficient in Hubdoc, Microsoft 365, and Teams, I proactively identify discrepancies and resolve them before they impact financial reporting. I pride myself on producing clean, controller-ready financials with minimal oversight. I am eager to build long-term relationships with your management team and deliver reliable, accurate results across your diverse SMB client base. Reference : https://www.freelancer.com/projects/accounting/QBO-Intercompany-Cleanup-Reports/reviews Warm Regards, Zahrah & Co. Chartered Accountant
$15 USD in 20 days
4.1
4.1

Hi, I'm a Chartered Accountant with certified QuickBooks Online expertise and real experience managing full cycle bookkeeping independently. I can manage multiple client files, perform monthly bank and credit card reconciliations, maintain accurate general ledgers, and prepare journal entries and month end adjustments without needing close supervision. I take ownership of accuracy across balance sheets, accounts payable and receivable, and payroll journal entries, and I proactively flag issues before they turn into review problems rather than waiting to be asked. I communicate clearly and directly when information is missing or a client question needs clarification, and I'm comfortable managing several client relationships at once while keeping each one accurate and current. My rate is $12 USD/hour, and I'm available for up to 40 hours per week. Samiha S.
$12 USD in 40 days
3.6
3.6

Hi, This is exactly the type of work I do. I'm a Chartered Accountant and QuickBooks ProAdvisor with over 13 years of bookkeeping and accounting experience, supporting small and mid-sized businesses across the US, UK, Canada, and Europe. I manage full-cycle bookkeeping from reconciliations and month-end close to journal entries, financial reporting, payroll entries, sales tax, and balance sheet reconciliations. I currently support a UK group with entities in both the UK and Germany, where I handle intercompany transactions, VAT, management reporting, and work directly with management to resolve accounting issues before they become problems. I also manage multiple client files and understand the importance of delivering clean financials that business owners can rely on. I work comfortably in QuickBooks Online and have experience with Hubdoc, inventory accounting, and supporting construction, retail, and service-based businesses. You can expect accurate books, proactive communication, and someone who takes ownership rather than simply processing transactions. I'd be happy to discuss how I can support your clients and become a reliable extension of your team. Ahmed Adewale
$15 USD in 40 days
3.5
3.5

With extensive expertise in QuickBooks Online and comprehensive accounting knowledge, I am equipped to deliver precise financials tailored to your clients' needs. My proactive communication and detail-oriented approach ensure smooth monthly closes and seamless client management, aligning perfectly with your high standards. I excel in managing multiple accounts independently, proactively resolving issues, and maintaining accurate general ledgers. My experience spans bank reconciliations, journal entries, and financial statements, with a focus on delivering timely, reliable results. I am committed to building long-term client relationships and taking full ownership of the financial process, enabling your team to focus on strategic growth. This project aligns with my skill set and professional values, and I am eager to contribute to your success.
$12 USD in 25 days
3.1
3.1

With my CA finalist background and over four years of experience in accounting and financial management, I am well-equipped to take on your organization's senior bookkeeping role. Over the years, I have honed my skills in QuickBooks, Appfolio, Tally and Busy Accounting software, all of which correlate with your preferred experience. My attention to detail, advanced reconciliation, and efficient month-end closing abilities will ensure clean and fully reconciled balance sheets for your clients. My approach to bookkeeping is not just about data entry but rather a proactive mindset that identifies issues before they become big problems. This aligns closely with what you mentioned about needing someone who understands accounting and can take ownership of client relationships. Throughout my career, I have ensured accurate monthly closes and provided reliable financial statements that owners entrust. Lastly, my strong command over various softwares like MYOB, Quick Book, Xero etc have not only enriched my skills in general accounting and bookkeeping but also enabled me to generate better analytical tools like Cash Flow Statement and Monthly Financial Reports via softwares such as Fathom Reports. I assure you minimal review notes or corrections because I strive for perfection in every task I undertake. Choose me for a flawless management of your client portfolio characterized by timely performance and lasting precision.
$8 USD in 40 days
2.6
2.6

As an experienced senior accountant, I bring to the table a comprehensive understanding of accounting and a sharp eye for detail - qualities that have enabled me to successfully handle full-cycle bookkeeping with minimal supervision for over five years. My advanced proficiency in QuickBooks Online is perfect for this job, as I will be able to effectively manage your client files, conduct reconciliations, maintain accurate ledgers, prepare financial statements, and much more. In addition to my in-depth accounting knowledge, I offer significant experience working independently within a fast-paced, multi-client environment. This means I am well-equipped to ensure accurate monthly closes, completely reconciled balance sheets, and financial statements that you can rely on. My ability to proactively identify and address issues before they become problems further underlines my expertise in the field. Equally important is my track record of building long-term client relationships. As someone who takes pride in delivering accurate financials and effective communication with clients and team members, you can trust me to provide proactive support towards your goals. Efficiently handling tasks such as payroll processing and tax filings are additional proficiencies that make me an ideal choice for your team. With me on board the ship of your finances will stay steady
$8 USD in 40 days
2.2
2.2

Hello! I'm Muhammad, a reliable and trusted Finance Manager and CFO ready to offer my substantial expertise in bookkeeping and accounting to your organization. With a strong command of QuickBooks Online and over five years of experience, I'm confident in my ability to execute full-cycle bookkeeping for your small and mid-sized business clients, without compromising accuracy or precision. Moreover, I pride myself on being more than just a data processor. My commitment extends to actively identifying potential issues before they become problems and proactively communicating with clients and the management team, leaving no room for missed information or errors. Not only can I prepare accurate financials with minimal supervision and perform tasks like month-end close independently, but also provide strategic financial insights that support sustainable business growth. Whilst prioritizing accuracy and transparency, I don't forget about the human element. Building long-term client relationships is one of my specialties. Thus, you can expect from me not only clean balance sheets, timely monthly closes, and insightful financial statements but also your clients will always feel well taken care of. In addition to being well-versed in a broad range of accounting areas, my skills in Microsoft 365 would be an added asset for streamlining our communication process. Let's take your clients' financials to the next level!
$10 USD in 40 days
2.4
2.4

I understand that you're looking for a Senior Bookkeeper/Senior Accountant who can efficiently manage QuickBooks Online client files, perform bank and credit card reconciliations, prepare financial statements, and manage both accounts payable and accounts receivable. My five years of experience in bookkeeping and accounting combined with my advanced QuickBooks Online skills make me an ideal fit for this project. As a recognized top performer on Freelancer, I have the expertise to provide the efficient and accurate financials your business needs. Beyond just data entry, I excel at proactively identifying issues and delivering clean balance sheets, accurate monthly closes, and timely financial statements - aspects that are key in maintaining the reliability of a company's financial information. Additionally, my strong attention to detail enables me to complete complex month-end adjustments precisely and with minimal supervision.
$12 USD in 40 days
1.5
1.5

Hi, I have solid experience with QuickBooks Online, bank reconciliations, month-end close, financial statements, AP/AR, and working with multiple clients. If you could share your current bookkeeping scenario and workflow once, I'll review everything quickly. After understanding your setup, I don't expect any difficulty managing the work independently and delivering accurate results. Waqas Aziz.
$8 USD in 40 days
1.7
1.7

Drawing upon my extensive knowledge of US Accounting Standards (GAAP) and 3+ years of experience in full-cycle bookkeeping, I am poised to deliver exceptional service as your Senior Bookkeeper. Proficient in QuickBooks Online, I can ensure the accuracy and reliability of your financials, thanks to my advanced reconciliation skills and nuanced understanding of accrual accounting. Having independently completed monthly closes for multiple clients, I am adept at identifying and resolving issues proactively - a trait crucial for preventing minor problems from turning into major ones. My commitment to precise financial reporting will empower you to make informed decisions about your business. Not only can I deliver clean and fully reconciled balance sheets and accurate month-end adjustments, but I also excel in preparing sales tax filings and managing accounts payable/receivable. All through this process, my attention to detail is matched by my dedication to proactive communication - keeping you informed every step of the way. Moreover, my proficiency with Hubdoc, Microsoft 365, Teams, job costing and retail accounting in addition to being comfortable working independently make me an ideal candidate. Ultimately, as your Senior Bookkeeper, I will not just manage your books but help you build long-term client relationships and provide you with accurate financial insights that you can depend on. Excellent work quality in time ensured!
$8 USD in 40 days
0.0
0.0

With nearly two decades of experience in financial management and tax compliance, I am thrilled to apply myself to your search for a seasoned Senior Bookkeeper/Senior Accountant. I have excelled in roles similar to the one you are advertising, managing the portfolios of diverse clientele and supporting their needs holistically. Imbued with a deep understanding of full-cycle bookkeeping, I can seamlessly perform tasks such as bank reconciliations, journal entries and month-end adjustments, financial statement preparation, balance sheet reconciliation, payroll entries, and even sales tax filings. My commitment to detail is exceptional; I focus on providing accurate and timely deliverables so that clients can rely on their financial statements. As an experienced freelancer, juggling multiple clients is second nature to me, ensuring that each project receives my undivided attention. Having worked with a variety of accounting platforms including but not limited to QuickBooks Online, Xero, Microsoft 365 et al., I am confident in my ability to adapt quickly to meet your requirements. Adding indispensably to this project will be my fiscal acumen with accrual accounting and my capacity for independent work with minimal supervision. In conclusion, by selecting me for this role, you gain not only an upstanding professional who value-adds at every turn but also someone who shares your core values such as long-term client relationships and producing accurate financial information.
$8 USD in 40 days
0.0
0.0

Greetings Sir, I would love to join your team as a Senior Bookkeeper. I am a Certified QuickBooks Online ProAdvisor with 15+ years of accounting and bookkeeping experience. I have strong experience with QuickBooks Online, Xero, Advanced Excel, UK accounting, HMRC, MTD, payroll, reconciliations, month-end closing, and financial reporting. I can help you with: ✔ Manage multiple QuickBooks Online client accounts ✔ Bank & credit card reconciliations ✔ Journal entries and month-end close ✔ Accounts Payable & Accounts Receivable ✔ Payroll entries and sales tax support ✔ Accurate financial statements and balance sheet reconciliations I work independently, communicate proactively, and always look for issues before they become problems. My goal is to deliver accurate financial records that business owners can trust. You can review my bookkeeping portfolio here: https://www.freelancer.com/portfolio-items/11467312-quickbooks-and-easymtd-for-uk-business I am available to start immediately and would love the opportunity to discuss how I can support your clients long-term. Best Regards, Saleem Akbar Malik
$8 USD in 40 days
0.0
0.0

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